Filed April 13, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,899 | $88,751-22.4% | $81,812-15.8% | $145,922-52.8% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 18.50% | 1025.40%-1006.9pp | 773.79%-755.3pp | 561.29%-542.8pp |
| Employer contribution / active EE | $4,370 | $3,083+41.7% | $2,912+50.0% | $4,660-6.2% |
| Participant deferral / active EE | $6,727 | $4,643+44.9% | $4,319+55.8% | $6,688+0.6% |
| Admin fee / account holder | $4,289 | $8,415-49.0% | $7,386-41.9% | $13,397-68.0% |